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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,995 | $78,690-54.3% | $161,489-77.7% | $87,485-58.9% |
| Participation rate | 48.3% | 67.5%-19.2pp | 78.7%-30.4pp | 68.9%-20.7pp |
| Annual return | 15.29% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $34 | $2,588-98.7% | $4,268-99.2% | $2,596-98.7% |
| Participant deferral / active EE | $2,829 | $3,311-14.5% | $5,630-49.7% | $4,274-33.8% |
| Admin fee / account holder | $520 | $6,724-92.3% | $16,006-96.8% | $7,775-93.3% |